Who owns AVES
Which tracked institutional funds hold AVES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVES company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AVES is one-sided between 2026-Q1 and 2026-Q2: 64 added or opened and 15 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVES’s largest tracked holder by dollar value, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVES divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 177 tracked filers holding AVES, 107 increased or opened the position and 63 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVES between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- Diversified Portfolios, Inc.$8M
- AXXCESS WEALTH MANAGEMENT, LLC$4M
- 1620 INVESTMENT ADVISORS, INC.$3M
- Freestone Capital Holdings, LLC$1M
- STIFEL FINANCIAL CORP$905K
- FIDUCIARY FINANCIAL ADVISORS$878K
Full exits 8
- HighTower Advisors, LLC$15M
- Summit Portfolio Management, LTD.$7M
- PARK AVENUE SECURITIES LLC$5M
- PFC CAPITAL GROUP, INC.$4M
- HRT FINANCIAL LP$2M
- Cloud Capital Management, LLC$726K
Largest adds
- AMERICAN CENTURY COMPANIES INC$34M
- ENVESTNET ASSET MANAGEMENT INC$18M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$16M
- First Command Advisory Services, Inc.$13M
- MML INVESTORS SERVICES, LLC$5M
- Mariner, LLC$4M
Largest trims
- CITADEL ADVISORS LLC$9M
- OLD MISSION CAPITAL LLC$5M
- B&D White Capital Company, LLC$2M
- GOLDMAN SACHS GROUP INC$1M
- Northland Capital Management LLC$403K
- MCF Advisors LLC$343K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 2,605,120 | $171M | 14.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,499,305 | $164M | 14.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,251,639 | $148M | 12.6% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 1,816,551 | $119M | 10.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 709,779 | $47M | 4.0% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 695,217 | $46M | 3.9% | 2026-Q2 |
| Symmetry Partners, LLC added | 397,745 | $26M | 2.2% | 2026-Q2 |
| Armbruster Capital Management, Inc. added | 353,764 | $23M | 2.0% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 300,914 | $20M | 1.7% | 2026-Q2 |
| Meredith Wealth Planning added | 289,074 | $19M | 1.6% | 2026-Q2 |
| Three Arch Wealth Management LLC added | 259,889 | $17M | 1.5% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 221,780 | $15M | 1.2% | 2026-Q2 |
| Allegiance Financial Group Advisory Services LLC added | 211,649 | $14M | 1.2% | 2026-Q2 |
| FIDELITY D & D BANCORP INC added | 208,886 | $14M | 1.2% | 2026-Q2 |
| BSW Wealth Partners trimmed | 186,691 | $12M | 1.0% | 2026-Q2 |
| B&D White Capital Company, LLC trimmed | 178,419 | $12M | 1.0% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 165,169 | $11M | 0.9% | 2026-Q2 |
| Austin Wealth Management, LLC added | 160,147 | $10M | 0.9% | 2026-Q2 |
| ANDERSON HOAGLAND & CO trimmed | 157,946 | $10M | 0.9% | 2026-Q2 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC added | 149,666 | $10M | 0.8% | 2026-Q2 |
| Apeiron RIA LLC added | 148,713 | $10M | 0.8% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC trimmed | 141,820 | $9M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 134,785 | $9M | 0.8% | 2026-Q2 |
| Cornerstone Wealth Partners, LLC added | 133,744 | $9M | 0.8% | 2026-Q2 |
| Cascade Financial Partners, LLC added | 132,338 | $9M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 129,351 | $8M | 0.7% | 2026-Q2 |
| Golden Bell Financial Planning LLC trimmed | 126,665 | $8M | 0.7% | 2026-Q2 |
| Diversified Portfolios, Inc. new | 117,421 | $8M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 114,171 | $7M | 0.6% | 2026-Q2 |
| EJMK Ventures LLC added | 110,433 | $7M | 0.6% | 2026-Q2 |
| ATLas Financial Planning LLC added | 103,464 | $7M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 96,793 | $6M | 0.5% | 2026-Q2 |
| Oceanside Advisors LLC added | 96,076 | $6M | 0.5% | 2026-Q2 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC added | 95,365 | $6M | 0.5% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 92,248 | $6M | 0.5% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 89,129 | $6M | 0.5% | 2026-Q2 |
| BAYSHORE ASSET MANAGEMENT, LLC added | 87,332 | $6M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 85,952 | $6M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 80,618 | $5M | 0.5% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 77,619 | $5M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 77,365 | $5M | 0.4% | 2026-Q2 |
| Simplicity Wealth,LLC added | 74,237 | $5M | 0.4% | 2026-Q2 |
| MB Generational Wealth, LLC added | 71,940 | $5M | 0.4% | 2026-Q2 |
| Tortoise Investment Management, LLC trimmed | 67,181 | $4M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 65,415 | $4M | 0.4% | 2026-Q2 |
| CSS LLC/IL | 62,973 | $4M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 61,495 | $4M | 0.3% | 2026-Q2 |
| ENTREWEALTH, LLC added | 60,900 | $4M | 0.3% | 2026-Q2 |
| Northland Capital Management LLC trimmed | 59,145 | $4M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 55,726 | $4M | 0.3% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. added | 52,320 | $3M | 0.3% | 2026-Q2 |
| Trailhead Planners LLC trimmed | 50,126 | $3M | 0.3% | 2026-Q2 |
| Parkshore Wealth Management, Inc. trimmed | 48,114 | $3M | 0.3% | 2026-Q2 |
| Wedmont Private Capital added | 46,577 | $3M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 46,433 | $3M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 44,675 | $3M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 38,385 | $2M | 0.2% | 2026-Q2 |
| Gibson Capital, LLC trimmed | 36,601 | $2M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 35,366 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 33,754 | $2M | 0.2% | 2026-Q2 |
| CoreFirst Bank & Trust trimmed | 32,902 | $2M | 0.2% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 28,996 | $2M | 0.2% | 2026-Q2 |
| SHUFRO ROSE & CO LLC added | 25,675 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 25,130 | $2M | 0.1% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. added | 24,751 | $2M | 0.1% | 2026-Q2 |
| Cypress Point Wealth Management, LLC added | 23,655 | $2M | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 23,070 | $2M | 0.1% | 2026-Q2 |
| WorthPointe, LLC added | 22,931 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 22,235 | $1M | 0.1% | 2026-Q2 |
| Freestone Capital Holdings, LLC new | 21,869 | $1M | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 21,020 | $1M | 0.1% | 2026-Q2 |
| ENZI WEALTH trimmed | 20,581 | $1M | 0.1% | 2026-Q2 |
| Asset Dedication, LLC | 20,448 | $1M | 0.1% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 20,413 | $1M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC | 20,350 | $1M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 19,898 | $1M | 0.1% | 2026-Q2 |
| NCM Capital Management, LLC added | 19,316 | $1M | 0.1% | 2026-Q2 |
| Versant Capital Management, Inc added | 19,047 | $1M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 18,673 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 18,132 | $1M | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 17,710 | $1M | 0.1% | 2026-Q2 |
| LAM GROUP, INC. added | 16,910 | $1M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 16,777 | $1M | 0.1% | 2026-Q2 |
| Sensible Money, LLC added | 16,341 | $1M | 0.1% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 16,100 | $1M | 0.1% | 2026-Q2 |
| Forum Financial Management, LP | 14,596 | $957K | 0.1% | 2026-Q2 |
| Breakwater Capital Group added | 14,387 | $944K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 13,791 | $905K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 13,387 | $878K | 0.1% | 2026-Q2 |
| Sigma Planning Corp new | 12,899 | $846K | 0.1% | 2026-Q2 |
| M Wealth Management, LLC new | 12,500 | $820K | 0.1% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 12,190 | $800K | 0.1% | 2026-Q2 |
| Sankala Group LLC added | 11,940 | $772K | 0.1% | 2026-Q2 |
| Haven Private, LLC trimmed | 10,797 | $708K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 10,729 | $704K | 0.1% | 2026-Q2 |
| Werba Rubin Papier Wealth Management trimmed | 10,588 | $695K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 10,502 | $689K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 10,481 | $688K | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. added | 10,433 | $684K | 0.1% | 2026-Q2 |
| GUIDANCE CAPITAL, INC added | 10,397 | $664K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.